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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+6.69%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
Telefônica Brasil
VIV
+$735K

Sector Composition

Rank Sector Weight
1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.53%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MFA
901
MFA Financial
MFA
$930M
$218 ﹤0.01%
23
– –
NDSN icon
902
Nordson
NDSN
$17.4B
$214 ﹤0.01%
1
– –
DHR icon
903
Danaher
DHR
$146B
$198 ﹤0.01%
1
– –
BBBY
904
Bed Bath & Beyond
BBBY
$415M
$186 ﹤0.01%
30
– –
BNED icon
905
Barnes & Noble Education
BNED
$434M
$177 ﹤0.01%
15
– –
VPL icon
906
Vanguard FTSE Pacific ETF
VPL
$8.41B
$164 ﹤0.01%
2
-474
-100% -$36.2K
TLRY icon
907
Tilray
TLRY
$622M
$116 ﹤0.01%
28
– –
ACB
908
Aurora Cannabis
ACB
$216M
$102 ﹤0.01%
24
– –
SPIB icon
909
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$101 ﹤0.01%
3
– –
VLTO icon
910
Veralto
VLTO
$23.9B
$101 ﹤0.01%
1
– –
SKYQ
911
Sky Quarry Inc
SKYQ
$16.9M
$83 ﹤0.01%
17
– –
SNAP icon
912
Snap
SNAP
$9.23B
$70 ﹤0.01%
8
– –
PTON icon
913
Peloton Interactive
PTON
$2.47B
$69 ﹤0.01%
10
– –
KTB icon
914
Kontoor Brands
KTB
$4.17B
$66 ﹤0.01%
1
– –
ONL
915
Orion Office REIT
ONL
$159M
$51 ﹤0.01%
24
– –
RUN icon
916
Sunrun
RUN
$2.42B
$41 ﹤0.01%
5
– –
CGC
917
Canopy Growth
CGC
$421M
$37 ﹤0.01%
30
– –
DTIL icon
918
Precision BioSciences
DTIL
$206M
$34 ﹤0.01%
8
– –
ICLN icon
919
iShares Global Clean Energy ETF
ICLN
$2.09B
$26 ﹤0.01%
2
– –
SCHK icon
920
Schwab 1000 Index ETF
SCHK
$5.92B
$26 ﹤0.01%
1
– –
ADAP
921
DELISTED
Adaptimmune Therapeutics
ADAP
$24 ﹤0.01%
100
– –
WKHS icon
922
Workhorse Group
WKHS
$33.6M
– –
0
– –
AGQI icon
923
First Trust Active Global Quality Income ETF
AGQI
$56.2M
– –
-272
Closed -$3.8K
AIA icon
924
iShares Asia 50 ETF
AIA
$4.95B
– –
-30
Closed -$2.17K
AISP
925
Airship AI Holdings
AISP
$70.3M
– –
-150
Closed -$579
35 36
37
38 39

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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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Investors Research Corp's Q2 2025 Portfolio in Review

As of Q2 2025, Investors Research Corp held 984 positions worth $510M, up 10% from $462M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Investors Research Corp deployed $20.8M of net new capital in Q2 2025, opening 22 new positions and adding to 123 existing holdings. Its largest new stake was Microchip Technology: 25,552 shares worth $1.8M.

By sector, the portfolio is most concentrated in Financials at 6.1% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was WisdomTree International SmallCap Dividend Fund, an estimated $1.23M trimmed.

  • Investors Research Corp's largest Q2 2025 buy was Microchip Technology: 25,552 shares worth $1.8M.
  • Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025, an estimated $1.21M increase.
  • Investors Research Corp's biggest Q2 2025 reduction was WisdomTree International SmallCap Dividend Fund, cutting an estimated $1.23M.
  • Investors Research Corp fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $516K.
  • Investors Research Corp's ten largest holdings make up 31% of its $510M portfolio in Q2 2025.
  • Investors Research Corp opened 22 new positions and closed 59 in Q2 2025.
  • Investors Research Corp's portfolio value rose 10% quarter-over-quarter to $510M.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.